Morningstar

PIMCO Low Duration Instl PTLDX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis PTLDX

Will PTLDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTLDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PTLDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PTLDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still solid.

Director Mara Dobrescu

Mara Dobrescu

Director

Summary

It hasn’t impressed in recent years, but Pimco Low Duration should offer investors a smooth ride over the long term. We have reaffirmed its People and Process ratings of High and Above Average.

by Mara Dobrescu
Rated on Published on

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